SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?


To: niceguy767 who wrote (71314)2/9/2002 6:08:08 PM
From: niceguy767Respond to of 275872
 
reynoso:

"INTC is already reeling from AMD's competition as witnessed by a $10.2 billion decline in NI in FY01.

That $10.2 billion (above) should read $9.2 billion...(Either number readily fits the definition of astounding and/or trouble zone!!!)



To: niceguy767 who wrote (71314)2/9/2002 7:53:55 PM
From: TGPTNDRRead Replies (2) | Respond to of 275872
 
NG, If youd're going to tell renoso about it you may as well make it a quote.

Ben Anexter,at the 1/30/02 BOA conference. -- From JC's

jc-news.com

Well, as we said on the conference call we're starting to get traction ?? the one and two processor markets the one or two processor server and workstation market. There are about a million/quarter of those sold. We have essentially 0% market share right now. We're selling 10s of thousands of units a quarter. Um, up until now, we've had infrastructure issues in terms of a not enough motherboards available. So there really was a limitation has been that. Plus there's a design in cycle. Our 1 and 2 processors systems outperform Intel's by a lot. And so, we expect to get good traction starting this quarter, next quarter, and on through out the year as the infrastructure things come together there's not a limitation. We expect there to be no limitation by the end of the quarter. Chipsets and motherboards. There's now three manufacturers that are going into production. That'll all be over. The limitation will all be over by the end of this quarter. If we're shipping 10s of thousands of units a quarter that means there's lots of parts out there to make systems to evaluate against and show the superiority. We're pretty optimistic we'll get market share there.
.
.
.I showed a chart in my presentation, we've gained market share every year since 1996."


Since '96 the push has been on the lower performance segment.

The 1 and 2 processor server and workstation market push is just getting started.

Last year AMD went from essentially 0% of the US retail notebook market to 40%. I doubt they're going to be that successful in the 1 and 2 processor server and workstation market but, IMO, by the end of the year Intel's going to know it's losing market share in that segment.

tgptndr